Blog | Dunham

Dunham Deep Dive 6/13/2025

Student Loans Tank Credit, Canada’s Steel Problem, And Japan’s Auto Crunch

Student loan delinquencies are surging, dragging down credit scores and spending. Canada ramps up tariffs to shield steel jobs from China’s export ...

Dunham Deep Dive 6/6/2025

U.S. Trade Surges, Housing Inequality Deepens, and China’s Data Disappears - Here's What You Need To Know

The U.S. trade deficit just posted a record narrowing, first-time homeownership has collapsed to historic lows, and China’s vanishing data raises r...

Dunham Deep Dive 5/30/2025

BYD’s Price War, Wall Street’s ‘TACO Trade’, and the Vanishing Paycheck

BYD ignites a global EV price war, Wall Street clings to the TACO trade as tariff risks rise, and U.S. workers fall behind while debt surges. From ...

Dunham Deep Dive 5/23/2025

U.S. Credit Downgrade, Japan's Bond Stress, and Turkey’s Corporate Squeeze – What You Need to Know

Moody’s cut the U.S. credit rating, Japan’s bond market is flashing warning signs, and Turkey’s private sector is buckling under record-high intere...

Dunham Deep Dive 5/9/2025

China’s Worsening Deflation, Canada’s Debt Crisis, and Taiwan’s Currency Shock – What You Need to Know

China’s export woes are fueling domestic deflation, Canada’s debt crisis is deepening, and Taiwan’s currency is surging to new highs — three econom...

Dunham Deep Dive 4/25/2025

The Buffett Indicator Dips, the $26T Foreign IOU, and Japan's Anemic Consumer

The Buffett Indicator's sharp drop, America's record $26T net debt to the world, and Japan's weakening demand show deeper cracks forming beneath th...

Dunham Deep Dive 4/17/2025

OPEC Throws In The Towel, China’s Trade Trap, and Japan’s Population Crisis

OPEC shocks markets with a surprise oil supply surge, China’s economy leans dangerously on exports, and Japan faces a record demographic decline. E...

Dunham Deep Dive 4/4/2025

U.S. Trade War Kicks Off, Auto Loan Problems, and Investors Turning Bearish At Shocking Levels

U.S. import dependency hits 70-year highs, auto loan delinquencies spike to levels not seen since 2008, and investor sentiment turns sharply bearis...

Dunham Deep Dive 3/21/2025

Government Jobs Have Surged, Consumer Credit is Deteriorating, and Global Uncertainty Explodes

Government hiring has quietly driven job growth—but may now reverse. Meanwhile, credit access is tightening as consumer stress rises. And global un...

Dunham Deep Dive 3/7/2025

GDPNow Tumbles Fast, Credit Scores at Risk, and Germany Brings Stimulus

The Atlanta Fed’s GDPNow forecast nosedived from +4.0% to -2.4%, student loan delinquencies threaten a 129-point credit score drop, and Germany piv...

Dunham Deep Dive 2/28/2025

Narrowing Job Growth, Consumer Spending Risks, and OPEC’s Dilemma

U.S. job growth is concentrated in a few sectors, heightening economic risks. The top 10% now drive nearly half of consumer spending, exposing vuln...